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Data as of .

AUMI vs GDMN: which is really different?

AUMI and GDMN hold 40% of their weight in the same names, and GDMN returned more over the year.

Themes Gold Miners ETF and WisdomTree Efficient Gold Plus Gold Miners Strategy Fund.

0.0%AUMI in the S&P 500
12.4%GDMN in the S&P 500
+38.2%AUMI total return, 1 year
+40.2%GDMN total return, 1 year

ETFIQ Off-Index Score: AUMI scores higher

How much of it is not the index it is sold as an alternative to?

AUMI 91.8GDMN 77.70.1, the lowest in this set91.8, the highest

A percentile among the 379 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it · How it is computed

AUMI100% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
0%100%0% of its weight in S&P 500 companiesof its weight outside the S&P 500active share 100% · top ten 47% of the fund · 31 holdings filed Jun 30, 2026 · Nasdaq-100: 0% in0%100%0% of its weight in S&P 500 companiesof its weight outside the S&P 500active share 100% · top ten 47% of the fund
GDMN88% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
12%88%inof its weight outside the S&P 500active share 100% · top ten 61% of the fund · 54 holdings filed May 31, 2026 · Nasdaq-100: 0% in12%88%inof its weight outside the S&P 500active share 100% · top ten 61% of the fund

40% of the two portfolios are the same securities at the same weight.

What they hold in common

By the books each fund has filed, AUMI and GDMN hold 40% of their money in the same securities at the same weight.

Positions AUMI and GDMN both hold, largest shared weight first
HoldingAUMIGDMN
Anglogold Ashanti Plc4.91%6.25%
Agnico Eagle Mines Ltd4.76%7.93%
Kinross Gold Corp4.59%5.78%
Gold Fields Ltd4.10%4.79%
Alamos Gold Inc4.45%3.06%
Northern Star Resources Ltd4.34%2.94%
Endeavour Mining PLC5.33%2.21%
IAMGOLD Corp4.86%1.61%
OceanaGold Corp4.32%1.25%
DPM Metals Inc5.26%1.23%
Lundin Gold Inc4.03%1.03%
B2Gold Corp3.52%0.94%
Only in each
Only in AUMIOnly in GDMN
Capricorn Metals Ltd 2.58%NEWMONT CORP 12.40%
Orla Mining Ltd 2.23%BARRICK MINING CORP 8.21%
Allied Gold Corp 1.62%WHEATON PRECIOUS METALS CORP 4.31%
Pan African Resources PLC 1.60%FRANCO-NEVADA CORP 3.93%
Emerald Resources NL 1.49%PAN AMERICAN SILVER CORP 3.93%
LunR Royalties Corp 0.21%EVOLUTION MINING LTD 3.11%
ROYAL GOLD INC 2.75%
COEUR MINING INC 2.19%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and May 31, 2026.

Performance, window by window

AUMI and GDMN over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
AUMIGDMNAUMIGDMNAUMIGDMN
3 months+17.9%+13.8%+15.7 pts+11.5 pts+20.4 pts+16.3 pts
6 months+18.6%+8.7%+0.6 pts−9.4 pts−5.6 pts−15.6 pts
1 year+38.2%+40.2%+21.6 pts+23.7 pts+16.4 pts+18.5 pts
3 yearsnot published+381.8%not published+303.4 ptsnot published+283.6 pts
Since launch+286.4%+342.7%+218.6 pts+268.0 pts+204.9 pts+250.7 pts
Open the live comparison on ETFIQ
AUMI and GDMN on the same fields, as of Sep 18, 2026. Source: ETFIQ.
AUMI
Themes Gold Miners ETF
Holds 31 stocks in gold miners, 0% of its weight in S&P 500 companies
GDMN
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
Holds 54 stocks in gold miners, 12% of its weight in S&P 500 companies
IssuerThemesWisdomTree
ThemeGold minersGold miners
In the S&P 5000.0%12.4%
Active share vs the S&P 500100.0%99.8%
In the Nasdaq-1000.0%0.0%
Holdings3154
Top ten, share of the fund46.9%60.6%
Expense ratio0.35%0.45%
Fee for the differing part0.35%0.45%
Total return, 1 year+38.2%+40.2%
vs the S&P 500+21.6 pts+23.7 pts
vs the Nasdaq-100+16.4 pts+18.5 pts
Below its high−19.2%−33.8%
Net assets$26m$223m

AUMI in plain words

By weight, 0% of AUMI's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 100%. The top ten holdings are 47% of the fund across 31 positions, as filed for Jun 30, 2026. Over the year to Sep 18, 2026 the fund returned +38.2% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 21.6 pts. It sits 19.2% below its all-time high of Feb 27, 2026.

GDMN in plain words

By weight, 12% of GDMN's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 100%. The top ten holdings are 61% of the fund across 54 positions, as filed for May 31, 2026. Over the year to Sep 18, 2026 the fund returned +40.2% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 23.7 pts. It sits 33.8% below its all-time high of Jan 28, 2026.

Questions people ask

Do AUMI and GDMN hold the same stocks?
By their latest filings, 40% of their books are the same securities at the same weight, which is a meaningful overlap. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, AUMI or GDMN?
AUMI has 0% of its weight in S&P 500 names and GDMN has 12%, so AUMI differs more from the index.
Which is cheaper, AUMI or GDMN?
AUMI charges 0.35% a year and GDMN charges 0.45%, so AUMI is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

AUMI against GDMN, ETFIQ, data as of Sep 18, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, AUMI against GDMN, data as of Sep 18, 2026. https://etfiq.com/compare/themes/aumi-vs-gdmn Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources